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CDNL
NASDAQ Real Estate & Construction

Cardinal Infrastructure Files Financials for $254.7M ALGC Acquisition

Analysis by Arik Shkolnikov
Sentiment info
Neutral
Importance info
8
Price
$55
Mkt Cap
$2.326B
52W Low
$21.98
52W High
$57.636
Market data snapshot near publication time

summarizeSummary

Cardinal Infrastructure Group Inc. filed an amended 8-K to provide the audited financial statements of A.L. Grading Contractors, LLC (ALGC) and pro forma financial information related to its $254.7 million acquisition, which closed on February 18, 2026.


check_boxKey Events

  • Acquisition Financials Disclosed

    The filing provides audited financial statements for A.L. Grading Contractors, LLC (ALGC) for 2025 and 2024, and unaudited pro forma consolidated financial information for Cardinal Infrastructure Group Inc.

  • Significant Acquisition Details

    The acquisition of ALGC, valued at approximately $254.7 million, closed on February 18, 2026. The cash portion of the consideration was partially funded by an $80 million increase in the company's term loan facility.

  • Pro Forma Revenue Impact

    ALGC's 2025 revenue of $164.5 million contributes to a pro forma consolidated revenue of $620.5 million for Cardinal Infrastructure Group for the year ended December 31, 2025.

  • Goodwill and Intangibles Recognized

    The acquisition resulted in the recognition of $104.1 million in goodwill and $97.1 million in other intangible assets on the pro forma balance sheet.


auto_awesomeAnalysis

This amended filing provides crucial financial details for Cardinal Infrastructure Group's significant acquisition of A.L. Grading Contractors, LLC, which represents approximately 11% of Cardinal's market capitalization. The inclusion of ALGC's historical financials and pro forma consolidated statements allows investors to fully assess the financial impact of the transaction, including the $117.7 million cash component funded by an $80 million increase in the company's term loan facility. The recognition of $104.1 million in goodwill and $97.1 million in other intangible assets, along with $15.3 million in contingent consideration (Tax Receivable Agreement and Tax Benefit Agreement liabilities), will influence future financial reporting and valuation. This transparency is vital for understanding the company's growth strategy and its balance sheet post-acquisition.

At the time of this filing, CDNL was trading at $55.00 on NASDAQ in the Real Estate & Construction sector, with a market capitalization of approximately $2.3B. The 52-week trading range was $21.98 to $57.64. This filing was assessed with neutral market sentiment and an importance score of 8 out of 10.

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